November Chapter Newsletter - Financial Planning Association

FINANCIAL PLANNING ASSOCIATION OF MID-OREGON
Planning News
FPA
OF
Volume 5 Issue 8
November 2006
MID -O REGON Q UARTERLY C HATPER MEETING
TUESDAY , NOVEMBER 14TH, 2006
Mark Kalinowsky
Senior Vice President
& Western Division Director,
Loring Ward Advisor Services
San Jose, CA
Mark Kalinowsky oversees the management of advisors
and client relationships throughout the western United
States. With a financial services career spanning more
than 15 years, Mark has experience with portfolio
management, investing management, and the impact of
investor behavior on portfolio returns. Prior to joining
Lorning Ward as a Managing Director in 2004, Mark
worked for more than 6 years with Assante Asset
Management’s Canadian operation, where he was most
recently Vice President of Sales and Services for Central
Canada.
Jason Polansky,CFA
Portfolio Manager
JP Capital Management
Eugene, OR
Jason graduated with honors from the UO Lundquist
School of Business. After graduation he managed portfolios for Juniper Capital here in Eugene for several years.
Last year, Jason obtained his Chartered Financial Analyst
(CFA) designation and started his own company, JP Capital
which specializes in the management of portfolios utilizing
a wide variety of individual securities which he researches
and selects.
Todd Blickenstaff
Senior Portfolio Manager
US Bank Private Asset Management
Portland, OR
Todd has a degree in Business Administration from the UO
as well as an MBA from Portland State. He also graduated
from the Cannon Trust School. Todd was Senior Portfolio
Manager for BCM Management from 1983 to 1994 where
he wrote company and industry reports and managed a
taxable bond fund. Since 1994, he has been Senior Portfolio Manager for U.S. Bancorp Private Asset Management
where he manages tax-efficient investment portfolios for
high net worth individuals, employee benefit accounts and
businesses.
Smart Investments
2007
3 HOURS CFP CE OFFERED
The Dow Jones Index has made a record high. Interest rates have stopped
rising. The housing market is weakening. The U.S. savings rate is now
negative for the first time since the
1930’s. What’s it all mean? We will
look at all this and more as we search
for investment opportunities and
watch for investment pitfalls to avoid.
Join us for an in-depth program focusing on investment strategy for 2007
and beyond. We are fortunate to
have with us these articulate and
knowledgeable speakers who will give
us three perspectives on investing in
the year ahead.
The first half of the program will consist of separate presentations on investment strategy by each speaker.
The second half will be a panel discussion moderated by Kelley Hook,
Investment Analyst for Journey Tree
Financial Planning & Investments.
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Lunch 12:30 p.m.
1:00 p.m. - 4:00 p. m.
3.0 Hrs CFP CE
FPA Member $45
For Lunch And Program
Non-Member $55
For Lunch And Program
Guest $15.00
Downtown
Athletic Club
999 Willamette St.,
Eugene, OR 97401
RSVP to:
[email protected]
Or Call 541 284-9855
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2007 M EETING DATES
NEW
QUARTERLY FORMAT
EACH PROGRAM
WILL OFFER 3 HRS
CFP CE
January 23—Creative Real Estate 2007
"Getting Up to Date with Real Estate"
Finding the best mortgage option for your clients, 1031 Tax-deferred Exchanges,
April 17—Practice Management
May 23-Symposium
September 18—Financial Planning Strategies
November-13—Smart Investments 2008
FPA of Mid Oregon Board Of Directors
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Linda Thomas-Bush
CFP®, CTFA
President
US Bank
541.465.4120
[email protected]
Carlene Carter, CFP®
President Elect
Co-Program Director
Carter & Carter Financial
541.683.2900
[email protected]
Rene` Nelson
Certified Mortgage Planner
President Elect 2007
Western Mortgage Brokers, Inc
541.341-1400
[email protected]
David Hinson, CPA, CFP®
Treasurer
Legacy Financial Services, Inc..
541.684.0371
[email protected]
Mike Ritchey, CFP®, MBA
Secretary
Future Planning Systems
541.485.0276
[email protected]
Michael Syman-Delger, CLU, CFP®
Sponsorship Director
Farmer’s Financial Services
541.345.9681
[email protected]
Tish Hathaway
AIF®: Candidate for CFP®
Certification
Co Programs Director
Socially Responsive Financial Advisors
541.686.1908
[email protected]
Jonathan Brandt CFP®
Co Programs Director
Journey Tree Financail Planning and
Inviestmests
541 485-3154
[email protected]
David Bonebrake CFP®
Membership Director
Bonebrake Financial Planning
and Investments
541.868.3800
[email protected]
Donnie Carptener
AIF®: Candidate for CFP®
Secretary Elect
Alison,LLC Investments Advisors
541 342-3433
[email protected]
Linda Barba
Executive Directors
[email protected]
541.284.9855
Linda Thomas - Bush
FPA of Mid- O r e g o n
2006 President
US Bank Trust
Greetings:
With the ghosts and goblins
behind us, it’s time to think
“turkey,” in anticipation of
thinking “Santa” very soon.
Do you have your Christmas
shopping done? I haven’t even thought about
mine yet!
We hope you enjoy the new format for our
meetings, starting in November. As we have
previously mentioned, your Board of Directors have
decided to move to a quarterly format with a
beefed up agenda and more continuing education
hours. Our first quarterly meeting features three
highly qualified speakers who will update us on the
State of the Economy and Investment Markets
Your previous Chapter President, Michael SymanDegler, has also been diligently working on the 7th
annual Spring Planning Symposium scheduled for
May 23, 2006 at the Valley River Inn.
I hope to see everyone at the DAC on November
14 th for the first expanded quarterly meeting!
Linda S. Thomas-Bush, CFP®, CTFA
President, Mid-Oregon Chapter
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FPA OF
OF MID
ID-OREGON
REGON 2006 C ALENDAR
ALENDAR OF
OF UPCOMING
PCOMING EVENTS
VENTS
SCHEDULE
Join us for our NEW 2007 Quarterly
Meeting Format
NOVEMBER 14
Smart Investments 2007: Hear from a
Portfolio Manager and other Investments
Professionals on Where They See the
Best Opportunities (3 hours CE)
January 23rd 2007
Creative Real Estate 2007
Rene’ Nelson—Certified Mortgage Planner
Western Mortgage Brokers, Inc
“Mortgage Strategies To Build Wealth”
Learn how to use advanced mortgage planning
and asset allocation to help clients achieve lifestyle benefits without sacrificing investment and
financial stability. Topics to be covered: Reverse
mortgages and strategic mortgage financing options for 2007 in a changing market.
Robert W. Nelson – CCIM
PacWest Real Estate Investments, LLC
“1031 Tax Deferred Exchanges”
Learn how to decrease your professional liability
when counseling your client who owns real
estate. Topics to be covered: Benefits and dangers of a 1031 Tax Deferred Exchange.
Call 541 284-9855
Or email [email protected]
Golden Circle Sponsors are greatly
appreciated annual supporters of the
FPA of Mid-Oregon.
Thank You for your continued support
of the Financial Planning Profession!
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UPCOMING EVENTS AT THE DOWNTOWN A THLETIC C LUB
Jazz begins at 8:00 pm to 11:00 every Saturday evening in
the AX BILLY GRILL SPORTS BAR on the third floor of the
Downtown Athletic Club at 999 Willamette Street.
November 4th—Mike Denny
November 11th—Carl Woideck
November 18th—Tim Clarke
Novemver 24th—No Jazz
No Cover Charge, the public is welcome!
Third Thursday Tasting: McClasky Fine WInes
2007 MEETING D ATES
NOTE NEW
QUARTERLY FORMAT
January-23
April-17
May 23Symposium
September-18
November-13
NEW REQUIREMENT FOR CFP BOARD
REGISTERED CE SPONSORS:
Effective January 1, 2006, the CFP Board will require all
CE Sponsors to report attendee lists electronically. That
means that for those of you that come to our chapter
meetings and want CEs, this will be a much easier process
for you.
Here is what we will need from you in order to make this
work:
• Social Security Number OR CFP Registrant ID
• Last name, first name, middle initial
That’s it! We’ll keep your information in a database so that
you only need give it to us once. No CE Certificates will
need to be issued any longer. You will now go online to
check the status of your CE hours. Within 2 business days
of each meeting, your CE hours will be posted. Please visit:
www.cfp.net for more information.
Email Linda Barba with your info from above:
[email protected]
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**NOTICE**
Due to the high number of members forgetting to
RSVP for Chapter Meetings, as of January 2006
we will be reinstating the past policy of charging
an additional $5 for walk-ins. We encourage
you to RSVP 24 hours in advance to:
[email protected]
8
Important Notice
for CFPs needing CEs!!!
Now that we must submit all CFP CEs electronically,
all you need to do is go to the CFP website to add the
courses you need for your CE requirement to your account. However, people have been entering our chapter's name in different ways and you won't find any
classes unless you enter it the way the CFP Board
has us listed.
Please follow these steps:
1) Go to www.cfp.net
2) Login
3) Select "My CFP Certification" tab
4) Select "add CFP"
5) Enter "FPA - Financial Planning Association"
(include the hyphen or the site won't come up)
6) Click on "FPA - Financial Planning Association" and
a menu of courses offered by the association appear.
7) Click on "Select" aside the course you want and it
will be added to your account.
8) There will be a box that you must check that indicates that you did attend this training. Repeat this
exercise for other courses taken by this association.
The site is very unforgiving for incorrect association
names. That's why we wanted to give you the correct
spelling. Good luck!
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FPA of Mid Oregon
P.O. Box 1452
Eugene, OR 97440
Voicemail: 541.284.9855
Email: [email protected]
www.financialplanningmid-oregon.org
Mission Statement
Financial Planning
Association of Mid-Oregon
Provide a forum for financial service
professionals to engage in the following
activities for the ultimate benefit of the consumer.
Education and professional development
Promote high ethical standards of
practice
Network with professionals In related
disciplines
Encourage and promote public awareness of benefits and planning
BECOME A MEMBER TODAY!
Place Your Ad Here!
Looking for Professional contact in the Lane County Area?
Place your advertisement in the Mid-Oregon Planning News
and reach a multitude of professionals in one easy step!
Mid-Oregon Planning News monthly advertising rates:
Business card $25
Quarter Page $80
Half Page $110
Full Page $180
Run your ad for consecutive months and receive a volume discount!
Email Co-Executive Directors Lori Kats and Linda Barba at
[email protected] or 541.284.9855for further information.
Membership in the FPA….
A valuable asset
Chapter Meeting Information
Chapter meetings are held January through December, excluding
June, July and August, with a
Symposium in May. Starting with
the November 2006 meeting, we
will be moving to a quarterly
meeting format. Stay tuned for
details.
Monthly meetings include a buffet lunch, networking opportunities with allied professionals and
a program designed to provide
education and professional
development.
Parking: Parking is available and validated
for the Overpark located on 10th & Oak St.
Guest Policy: You are encouraged to bring a
guest to a meeting. First time guests are
free. Please include the name of guest when
registering.
Cancellations: Cancellations must be no
later than 24 hours before meeting date.
Please register no later than 24 hours prior
to the meeting date.
The FPA is a dynamic organization able to offer its members many
benefits. As a member of the FPA, you will gain access to a combination of the best networking opportunities, peer reviewed publications, continuing education, practice management tools, and career development support. FPA is your link to the best resources
available to help you succeed as a professional in the
financial planning community.
For information regarding membership to the FPA please contact:
Membership Director: David Bonebrake 541.868.3800 or
Executive Director - Linda Barba at
[email protected] or 541.284.9855.
Applications are also available at our monthly Chapter Meetings
held at the Downtown Athletic Club. Additional information regarding the FPA can be found at our website,
www.financialplanningmid-oregon.org, with links available to the
National Foundation.